Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
BPA
Beacon Pointe Advisors’s
iShares US Pharmaceuticals ETF
IHE
Stock Holding History
Beacon Pointe Advisors’s Portfolio
IHE Stock Details
IHE Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$3.18M
Buy
36,666
+10,045
+38%
+$879K
0.02%
606
2025
Q4
$2.26M
Buy
26,621
+8,921
+50%
+$712K
0.02%
570
2025
Q3
$1.28M
Sell
17,700
-2,285
-11%
-$158K
0.01%
675
2025
Q2
$1.31M
Buy
19,985
+100
+0.5%
+$6.51K
0.01%
587
2025
Q1
$1.4M
Sell
19,885
-600
-3%
-$41.7K
0.02%
551
2024
Q4
$1.35M
Buy
20,485
+409
+2%
+$28.1K
0.01%
566
2024
Q3
$1.42M
Buy
20,076
+410
+2%
+$28.6K
0.02%
545
2024
Q2
$1.3M
Buy
19,666
+1,180
+6%
+$77.3K
0.02%
574
2024
Q1
$1.26M
Hold
18,486
–
–
0.01%
623
2023
Q4
$1.14M
Sell
18,486
-1,953
-10%
-$115K
0.01%
625
2023
Q3
$1.21M
Buy
20,439
+1,395
+7%
+$85.6K
0.02%
575
2023
Q2
$1.14M
Sell
19,044
-210
-1%
-$12.5K
0.02%
501
2023
Q1
$1.12M
Sell
19,254
-150
-0.8%
-$9.04K
0.02%
517
2022
Q4
$1.2M
Buy
19,404
+600
+3%
+$36.1K
0.02%
468
2022
Q3
$1.06M
Sell
18,804
-150
-0.8%
-$9.24K
0.02%
451
2022
Q2
$1.22M
Sell
18,954
-96
-0.5%
-$6.09K
0.03%
422
2022
Q1
$1.23M
Buy
19,050
+270
+1%
+$17.1K
0.02%
562
2021
Q4
$1.25M
Sell
18,780
-357
-2%
-$22.6K
0.03%
334
2021
Q3
$1.17M
Buy
19,137
+3,126
+20%
+$199K
0.03%
384
2021
Q2
$991K
Buy
+16,011
New
+$974K
0.04%
339
Other funds holding IHE
Fisher Asset Management
Camas, Washington
$295B AUM
31.6%
1-Year Est. Return
FIA
Foundations Investment Advisors
Phoenix, Arizona
$8.07B AUM
24.97%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
JP Morgan Chase
New York
$1.56T AUM
27.86%
1-Year Est. Return
ACA
Aptus Capital Advisors
Fairhope, Alabama
$12.7B AUM
17.41%
1-Year Est. Return
MSCM
McElhenny Sheffield Capital Management
Dallas, Texas
$403M AUM
28.73%
1-Year Est. Return
LPL Financial
San Diego, California
$377B AUM
19.32%
1-Year Est. Return
ACM
Anfield Capital Management
Irvine, California
$363M AUM
24.08%
1-Year Est. Return
IWS
Insight Wealth Strategies
San Ramon, California
$1.02B AUM
38%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close